Senior Financial Analyst

NavSav•Spring, TX

1d•Remote

About The Position

About the job We have a SPOT for YOU at NavSav! We are in need of a passionate, hard working, and experienced Financial Analyst within our corporate team. We are a rapidly growing independent agency with over 80+ locations in multiple states! We are searching for talented people who will help us shake up the insurance world and guide the NavSav of tomorrow. Our fast-paced environment, combined with a strong emphasis on mergers and acquisitions, offers an exciting opportunity for an analyst to join our dedicated team. Every member of our team is adding to our rapid growth and bringing new perspectives to every corner of our success. If this sounds like you, we encourage you to apply today! Position Summary: The Senior Financial Analyst will play a crucial role in our finance department. This role is ideal for a proactive and analytical finance professional who thrives in a dynamic and collaborative environment. The successful candidate will be responsible for financial analysis, forecasting, budget planning, and supporting the business unit's growth and profitability.

Requirements

Bachelor's degree or greater in Finance or other related field
Minimum of 3-5 years of relevant experience in financial analysis
Strong analytical skills and ability to work with complex financial data.
Demonstrated history of excellence in roles characterized by a high level of self-sufficiency and a remarkable ability to consistently meet and exceed deliverables (little need for distinction)
Excellent communication skills, both written and verbal.
Proficient in Microsoft Excel and financial modeling.
Detail-oriented with a high degree of accuracy and organization.
Ability to thrive in a fast-paced, dynamic environment and manage multiple priorities.

Responsibilities

Isolate key drivers, quantify impacts, and forecast implications to the business recognizing how different data points fit together and integrating cross functional knowledge and/or sources.
Analyze financial results, research root cause analyses and develop recommendations in collaboration with the business.
Manage analysis projects of moderate to high complexity, addressing ambiguous business issues.
Provide accurate, timely reports with financial insight to allow business partners to improve performance.
Prepare and present financial reports to stakeholders including monthly results update, monthly forecast review, quarterly bank reporting, and annual planning process.
Collaborate with cross-functional teams to ensure alignment of financial plans with strategic objectives.
Always present a professional image to clients and vendors and maintain a positive reputation of the company
Other tasks as needed or assigned